A Lignin-Based Zwitterionic Surfactant Facilitates Heavy Oil Viscosity Reduction via Interfacial Modification and Molecular Aggregation Disruption in High-Salinity Reservoirs

The development of eco-friendly surfactants is pivotal for enhanced oil recovery (EOR). In this study, a novel lignin-derived zwitterionic surfactant (DMS) was synthesized through a two-step chemical process involving esterification and free radical polymerization, utilizing renewable alkali lignin, maleic anhydride, dimethylamino propyl methacrylamide (DMAPMA), and sulfobetaine methacrylate (SBMA) as precursors. Comprehensive characterization via ¹H NMR, FTIR, and XPS validated the successful integration of amphiphilic functionalities. Hydrophilic-lipophilic balance (HLB) analysis showed a strong tendency to form stable oil-in-water (O/W) emulsions. The experimental results showed a remarkable 91.6% viscosity reduction in Xinjiang heavy crude oil emulsions at an optimum dosage of 1000 mg/L. Notably, DMS retained an 84.8% viscosity reduction efficiency under hypersaline conditions (total dissolved solids, TDS = 200,460 mg/L), demonstrating exceptional salt tolerance. Mechanistic insights derived from zeta potential measurements and molecular dynamics simulations revealed dual functionalities: interfacial modification by DMS-induced O/W phase inversion and electrostatic repulsion (zeta potential: -30.89 mV) stabilized the emulsion while disrupting π-π interactions between asphaltenes and resins, thereby mitigating macromolecular aggregation in the oil phase. As a green, bio-based viscosity suppressor, DMS exhibits significant potential for heavy oil recovery in high-salinity reservoirs, addressing the persistent challenge of salinity-induced inefficacy in conventional chemical solutions and offering a sustainable pathway for enhanced oil recovery.